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Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $80.9B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
+15.29%
1 Year Est. Return
+26.08%
3 Year Est. Return
+67.01%
5 Year Est. Return
+69.81%
10 Year Est. Return
–
AUM
$80.9B
AUM Growth
+$13.4B
Cap. Flow
+$5.4B
Cap. Flow %
6.67%
Top 10 Hldgs %
36.15%
Holding
3,793
New
566
Increased
2,077
Reduced
950
Closed
140

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$559M
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$407M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$366M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$147M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$143M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$190M
2
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$116M
3
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$81M
4
INTC icon
Intel
INTC
+$69.6M
5
ORKA
Oruka Therapeutics
ORKA
+$39.4M

Sector Composition

Rank Sector Weight
1 Miscellaneous 70.89%
2 Technology 11.16%
3 Financials 3.75%
4 Industrials 2.85%
5 Healthcare 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GRNT icon
2726
Granite Ridge Resources
GRNT
$702M
$323K ﹤0.01%
73,216
+40,290
+122% +$211K
ARDX icon
2727
Ardelyx
ARDX
$878M
$323K ﹤0.01%
63,242
+3,010
+5% +$18.4K
BFST icon
2728
Business First Bancshares
BFST
$1.02B
$322K ﹤0.01%
10,490
+366
+4% +$10.3K
ALMS
2729
Alumis Inc
ALMS
$1.09B
$322K ﹤0.01%
11,447
-1,318
-10% -$30.7K
ERIE icon
2730
Erie Indemnity
ERIE
$13.1B
$322K ﹤0.01%
1,344
+523
+64% +$120K
WAY
2731
Waystar Holding Corp
WAY
$5.11B
$322K ﹤0.01%
15,677
-22,420
-59% -$471K
TSBK icon
2732
Timberland Bancorp
TSBK
$365M
$322K ﹤0.01%
7,178
+1,949
+37% +$80.6K
SAH icon
2733
Sonic Automotive
SAH
$2.36B
$321K ﹤0.01%
3,782
+498
+15% +$38.2K
NTES icon
2734
NetEase
NTES
$76.5B
$321K ﹤0.01%
2,501
+411
+20% +$48.5K
DBAW icon
2735
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
$325M
$320K ﹤0.01%
+6,607
New +$306K
BGC icon
2736
BGC Group
BGC
$5.77B
$320K ﹤0.01%
29,960
+6,192
+26% +$69.3K
ZIP icon
2737
ZipRecruiter
ZIP
$317M
$320K ﹤0.01%
85,382
+37,361
+78% +$116K
FV icon
2738
First Trust Dorsey Wright Focus 5 ETF
FV
$3.72B
$320K ﹤0.01%
+4,216
New +$291K
PUBM icon
2739
PubMatic
PUBM
$764M
$320K ﹤0.01%
24,381
+8,418
+53% +$87.4K
FOXF icon
2740
Fox Factory Holding Corp
FOXF
$805M
$320K ﹤0.01%
18,874
+5,308
+39% +$92.4K
HGER icon
2741
Harbor Commodity All-Weather Strategy ETF
HGER
$4.67B
$320K ﹤0.01%
10,899
+266
+3% +$8.34K
MD icon
2742
Pediatrix Medical
MD
$2.17B
$320K ﹤0.01%
12,615
+2,817
+29% +$64.1K
USXF icon
2743
iShares ESG Advanced MSCI USA ETF
USXF
$1.45B
$319K ﹤0.01%
+4,600
New +$298K
AXTI icon
2744
AXT Inc
AXTI
$3.78B
$319K ﹤0.01%
+4,429
New +$399K
PUMP icon
2745
ProPetro Holding
PUMP
$1.28B
$319K ﹤0.01%
22,231
+3,093
+16% +$48K
TTI icon
2746
TETRA Technologies
TTI
$979M
$319K ﹤0.01%
28,135
+1,640
+6% +$16.1K
ARR
2747
Armour Residential REIT
ARR
$2.13B
$319K ﹤0.01%
18,264
+5,121
+39% +$88.1K
CHT icon
2748
Chunghwa Telecom
CHT
$35.2B
$319K ﹤0.01%
7,198
+154
+2% +$6.76K
MDGL icon
2749
Madrigal Pharmaceuticals
MDGL
$12.1B
$318K ﹤0.01%
593
+120
+25% +$61.5K
HYDW icon
2750
Xtrackers Low Beta High Yield Bond ETF
HYDW
$62.3M
$318K ﹤0.01%
+6,793
New +$318K
108 109
110
111 112

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Mercer Global Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Mercer Global Advisors held 3,793 positions worth $80.9B, up 20% from $67.6B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Mercer Global Advisors deployed $5.4B of net new capital in Q2 2026, opening 566 new positions and adding to 2,077 existing holdings. Its largest new stake was FedEx Freight: 104,106 shares worth $15.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 71% of assets, down from 72% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $190M trimmed.

  • Mercer Global Advisors's largest Q2 2026 buy was FedEx Freight: 104,106 shares worth $15.7M.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q2 2026, an estimated $559M increase.
  • Mercer Global Advisors's biggest Q2 2026 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $190M.
  • Mercer Global Advisors fully exited Oruka Therapeutics in Q2 2026, selling an estimated $39.4M.
  • Mercer Global Advisors's ten largest holdings make up 36% of its $80.9B portfolio in Q2 2026.
  • Mercer Global Advisors opened 566 new positions and closed 140 in Q2 2026.
  • Mercer Global Advisors's portfolio value rose 20% quarter-over-quarter to $80.9B.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.